Core Values
Being a mentor exhibits this core value
What is collaboration?
Lived in 3 different countries, and can speak 3 different languages.
Who is Herb Baudin?
Responsible for filing correspondence and documentation in ImageRight
Who is everyone?
Requests for accounts with revenue within $1,500 - $10,000 will be directed to this department.
What is ACE?
This office is responsible for Agency Bill payments
What is the Mid-Atlantic Office?
Protecting your client's confidential information exhibits this core value.
What is integrity?
May have more than 20+ chickens that do not lay eggs.
Who is Brian Kornhaus?
Reaches out to the BI Managers/Marketing Manager for new business account assignment
Who is the Producer?
These types of claims should always be reported directly by clients
What are workers' compensation claims?
Premium finance contracts are sent to this office.
What is FL Accounting?
Being excited about working on a project exhibits this core value
What is Passion?
They created a mini version of themselves.
Who is Monica Sanchez?
In middle market (non-condo) creates the prospect account in Sagitta
Who is the Account Executive?
The revenue threshold for a client to be considered for an assigned risk advisor without an additional fee
What is the $50,0000 threshold?
This payment method has a transaction limit of $50,000 and a $4.00 processing fee.
What is Icheck?
Being open to learning and using systems like Indio to provide an excellent client experience exhibits this core value
What is Innovation?
Enjoys bow fishing with their brother
Who is Jeanie Carr?
Issues renewal certificates
Who is the BI Assistant?
This risk management portal is available to all clients, regardless of size
What is 360 Online?
This is the only department allowed to void a direct bill invoice.
What is FL Accounting?
It is considered the most important ingredient in the recipe for success for a company and in life.
What is accountability?
Was part of "Romper Room," a kids TV show, at the age of five
Who is Steve Topel?
Creates the submission in Indio.
Who is the Account Manager?
We use this system to recognize and acknowledge your peers
What is Power of You?
This is the Payee code for for SL Tax.
What is PFLTX?